WELL icon

Welltower
WELL

Overview Fund Activity

680 hedge funds and large institutions have $23.3B invested in Welltower in 2016 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 288 increasing their positions, 225 reducing their positions, and 45 closing their positions.

Holders
680
Holders Change
+10
Holders Change %
+1.49%
% of All Funds
18.17%
Holding in Top 10
24
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20%
% of All Funds
0.64%
New
61
Increased
288
Reduced
225
Closed
45
Calls
$159M
Puts
$91M
Net Calls
+$68M
Net Calls Change
-$7.05M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$140M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.8B
3
State Street
3
State Street
Massachusetts
$1.58B
4
Morgan Stanley
4
Morgan Stanley
New York
$409M
5
AIM
5
abrdn Investment Management
United Kingdom
$48M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$49.9M
3
Deutsche Bank
3
Deutsche Bank
Germany
$161M
4
Invesco
4
Invesco
Georgia
$420M
5
NIPH
5
NN Investment Partners Holdings
Netherlands
$119M
Name Market Value Shares Shares
Change 		Shares
Change %
H
76
Hexavest
Quebec, Canada
$45.9M 614,191 -58,755 -9%
Macquarie Group
77
Macquarie Group
Australia
$44.9M 600,921 +3,167 +0.5%
PPA
78
Parametric Portfolio Associates
Washington
$43.7M 583,911 +22,176 +4%
EA
79
Emerald Acquisition
Washington
$43.6M 581,656 -230,834 -28%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$43.6M 582,915 +27,307 +5%
TD Asset Management
81
TD Asset Management
Ontario, Canada
$43.4M 580,963 +60,342 +12%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$42.4M 567,729 -7,667 -1%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$40.8M 545,070 +53,200 +11%
FMI
84
Factory Mutual Insurance
Massachusetts
$40.6M 543,000 – –
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.3M 539,145 +26,628 +5%
Franklin Resources
86
Franklin Resources
California
$39.9M 533,275 +1,528 +0.3%
VAM
87
Veritas Asset Management
United Kingdom
$39.5M 528,300 – –
WBC
88
Westpac Banking Corp
Australia
$39.4M 526,623 -58,363 -10%
Adage Capital Partners
89
Adage Capital Partners
Massachusetts
$38.7M 518,206 -12,500 -2%
Canada Life
90
Canada Life
Manitoba, Canada
$38.7M 517,728 -16,449 -3%
TG
91
TCW Group
California
$37.9M 506,523 -14,428 -3%
AQR Capital Management
92
AQR Capital Management
Connecticut
$37.8M 505,165 +11,232 +2%
GC
93
Guggenheim Capital
Illinois
$37.4M 500,682 -46,625 -9%
UBS Group
94
UBS Group
Switzerland
$37.1M 495,546 -59,019 -11%
SMDAM
95
Sumitomo Mitsui DS Asset Management
Japan
$36.4M 486,219 +43,794 +10%
VRS
96
Virginia Retirement Systems
Virginia
$36.3M 486,033 -800 -0.2%
BJ
97
BlackRock Japan
Japan
$36.1M 483,073 +10,720 +2%
AAM
98
Aberdeen Asset Management
United Kingdom
$35.9M 480,613 +173,252 +56%
JHIU
99
Janus Henderson Investors US
Colorado
$34M 454,419 -94,749 -17%
Schroder Investment Management Group
100
Schroder Investment Management Group
United Kingdom
$33.3M 445,850 -372,203 -45%
2 3
4
5 6